Pool Point

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Contents

Info

Mantis: 2597


Business Requirements

This about adding the concept and functionality into CT2 for pool point shipments according to the Arden domestic business process.

Core Business Need: Currently the Arden domestic team is using the TMS to create and tender loads from the same origin company/city going to VA and/or ME by using a pool point. One trucker who collects all of the pickups through out the day and another trucker who picks up all of them to deliver. Since the Arden team creates multiple pool point loads throughout the day from different origins, the TM will always create 2 loads - one from the pickup location to the pool point and the other from the pool point to the delivery location. But in reality the delivery will only be 1 or maybe 2 trailer loads, as the pool point has consolidated them and this is causing inaccurate trailer counts for reporting purposes.

Pool Point Criteria

Currently there is 1 pool point - Jewels Transportation, who are in Newark, NJ. They collect all of the Tri-State area (NY, NJ, CT) pickups and once the shipments are back in their warehouse, they load empty trailers for the delivery carriers (Lawrence Transportation &/or Albert Farms).

There is a multi level process on how the system should check to see if a shipment should route through a pool point.

  • 1st the system should check CT record against the #PP_conditions
    • If CT record meets the #Regular_conditions, the system should not route through the pool point.
    • If record meets the #PP_conditions the system should route through the pool point.

Note: It is possible that CT record meets the #PP_conditions and the business side does not want to send through the pool point for a few different reasons.

  • One reason could be that the shipment is very urgent.
  • Another reason could be that it's not cost effective, as the size of the shipment (number of pallets and gross weight) are high, but fall into the exception category.

Exceptions

The system would check the CT record to see if it meets the Exception Criteria of the #PP_conditions.

If Y, the system should:

  • Not send to the TM
  • Give some sort of an alert on the TDS
  • Give option to users to route through pool point or not
    • Upon users confirmation, send to TM accordingly

PP conditions

I somewhat defined the conditions under #Pool_Point_Criteria and have better defined them here. If a CT record meets the following criteria and is less than the exception criteria below, then the shipment should route the CT through a pool point.

If CT record CT_bo#Shipper_State = NY, NJ, or CT

OR

If CT record CT_bo#Shipper_State = TN, GA, NC, SC, or VA

OR

If CT record CT_bo#Shipper_State = NY, NJ, or CT

OR

If CT record CT_bo#Shipper_State = TN, GA, NC, SC, or VA

Exception Criteria:

CT record meets #PP_conditions but has:

OR

CT record meets #PP_conditions but has:

Regular conditions

If CT record CT_bo#Shipper_State = NY, NJ, or CT

OR

If CT record CT_bo#Shipper_State = TN, GA, NC, SC, or VA

OR

If CT record, CT_bo#Shipper_State = NY, NJ, or CT

And Commodity#Plts = 28 And Commodity#Stackable = N And Commodity#Gross_Lb = 44,000

OR

If CT record CT_bo#Shipper_State = TN, GA, NC, SC, or VA


Use Cases

UC 1 CT Record 5 is shipping from NJ, at 56 stackable plts at 41000 lbs.

This CT's criteria would be an "exception" under the #PP_conditions and Jag Operator will review if CT needs to go through a PP or not.

UC 2 CT Record 2 is shipping from NY, at 3 plts at 325 lbs.

This CT's criteria meets the #PP_conditions and no need for Jag operator to review, it should send automatically to the TM sub CT records 2a & 2b.

UC 3 CT Record 9 is shipping from NJ at 15 stackable plts at 11000 lbs

This CT's criteria meets the #PP_conditions in full as it is less then the exceptions

UC 4 CT Record 6 is shipping from CT at 1 plt at 125 lbs

This CT's criteria meets the #PP_conditions and is sent to the TM as sub CT records 6a & 6b. But an hour later, Jag operator receives an e-mail or phone call from Elizabeth Arden who says that this shipment is needed ASAP at their facility. Jag operator checks with PP & delivery trucker to see if they can get this picked up today for tomorrow delivery but pickup trucker cannot get any driver to pickup. Now jag operator needs to cancel the sub CT records that were sent to the TM and needs to handle the CT record as if it was sent under #Regular_conditions.

I received confirmation from Descartes that the TM does not pass any sort of message for shipment import records – aka CT # - until they become part of load. So if Jag operator cancels a shipment (CT record)in the TM, the TM cannot pass that along to CT. So now what is my question, but maybe it’s not for me to think further on how these “sub CT records” (the a & b) should be handled on our side?

Design Ideas

Have the system check every approved CT record to see if meets the #Pool Point Criteria before sending them to the TM.

  • If record meets the #Pool Point Criteria:
    • the system create 2 sub records of the same CT record in the background.
      • One from the pickup location to the pool point.
      • Another from the pool point to the deliver to location.
    • Then send the 2 background records to the TM for Jag operators to create loads and tender to carriers.
  • When TMS load plans are received & status messages, the system would update the original CT # 121245 only as the 2 are sub records in the background.

IE: CT 121245 has 8 pallets at 1500 lbs, coming from Edison, NJ and is going to Roanoke, VA. The system would creates CT # 121245a at 8 pallets at 1500 lbs, coming from Edison, NJ going to the pool point, Jewels Transportation in Newark, NJ and send to the TMS. At that same time, the system would create CT # 121245b at 8 pallets at 1500 lbs, coming from the pool point Jewels Transportation in Newark, NJ, going to the deliver to location in Roanoke, VA and send to the TMS.

SA Notes

Summary

1) Add admin panel Pool Point with Pool Point adresses and states criteria, the total number of pallets & total gross weight criteria.
  • (do we need to add Exceptions criteria to admin panel or its must be hardcoded ?)
    • Answer 1: Yes, pls add to admin panel, do not hard code so we may change if necessary according to business rules
2) what should we to do if CT was edited (total GW and other) ?
  • Answer 2: Recheck the changes to see if it makes any difference according to the pool point criteria.
    • If yes, do not send the changes to TMS and give some sort of message to the internal user, so they can update according to the business process.
    • If no, send the changes to TMS, the same way we handle it now.
      • To advise, it would be only the internal users who would make changes to this information.
3) Can TMS work with CT# that contains characters? by example, '111111a'.
  • Answer 3: Yes they can work with alphanumeric shipment #'s

Implementation

What we need to do in:

Admin

Add admin tab with tables:

1) Pool Points:
  • Name
  • Adress
2) States criteria:
  • original state,
  • destination state,
  • Pool Point.
3) Parameters (min(for request operator) , max (for reject Pool Point)):
  • Total gross weight,
  • Total pallet count (non-stack),
  • Total pallet count (stackable)

Shipments

  • New CT fields (GenTab ?):
    • Pool Point
    • Actual Pool Point Delivery Date
    • Actual Pool Point PickUp Date

TDS dashboard

  • add collumn "Pool Point" with number of approved CTs whose need operator's attention to create Pool Point.

LA Notes

PP - Pool Point.

3 cases

Looks like we have 3 cases:

Regular algorithm

  • forward CT as it gets approved directly to TMS

PP algorithm

  • for one CTX create 2 "child records": one CTXa from Pick Up to PP, another CTXb from PP to Delivery
  • forward CTXa to TMS for immediate processing (need to order pick up ASAP)
  • forward CTXb to TMS for later processing (operator will order pick up from PP to delivery at "Pool time" in TMS)

Pool time

In general it would be some kind of schedule regulating when to move CTs accumulated at PP and route various destinations.

In case of "current Arden project Jewels pool point" it happens once a day at 4pm.

This should not be captured in the system.

Exception algorithm

Post every such CT on special dashboard

Several times a day before Pool Time operators will examine CTs posted to dashboard and direct system to use #Regular algorithm or #PP algorithm

pick ups

As system d

Figure: PP

File:Pool point.jpg

RFP

Proposal required before coding.

Retrieved from "https://wiki.jaguarfreight.com/Pool_Point"
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